6 Best Quotation Follow-up Email Templates To Boost Your Conversion

You’ve reached the final destination of the sales process.

You’ve persuaded a difficult prospect, shared with them your company’s story, they want to look at your plans, and you’ve given them a quotation.

Having carefully cradled the prospect all the way to the precious finale of the sale, you’re now waiting for them to put their pen to paper.

Tensions run high at this point. You’ve got a quota to meet. And you’re wondering why they’ve not responded to your quote yet.

Is it too much? Should you have quoted lower? Well, you don’t know! Your sales manager, too, doesn’t know. But we’ve all been there.

So, what should you do in those crucial days after you’ve sent the quotation?

Do you wait?

Give them a ring?

How do you follow up after sending a quote? We explain in detail below.

Download Now: Quotation Follow-up Templates
[Free Access]

How Should You Follow Up After Sending a Quotation?

The waiting period that starts ticking from the moment you drop an email with the quotation can be nerve-wracking. But you have to do everything in your power to ensure you are following up with your prospective clients within the right time frame and that you’re doing it the right way. 

Here are essential tips from the sales lead at Klenty on sending the quotation email, and how to follow up after: 

(i) Know your prospect’s intent and send additional information that caters to their specific needs

Obviously, there are different kinds of buyers. Let’s categorize them into 3 buckets:

• One who’s evaluating a single solution–yours
• One who’s evaluating multiple solutions
• One who has a pressing problem and wants to solve it ASAP  (lean into pain points)

So when any of them ask you for a quote, you can tailor the content of your email to suit whichever type of prospect they are. 

To the one who’s evaluating only a single solution, send just the pricing. You’ve already sold them on all your products’ bells and whistles. You may not want to suffocate them with your value prop.

To the one who’s looking at multiple solutions, you should remind them of your pricing or value proposition compared to the competitors’. And to the one who wants a solution ASAP, lean into their pain point. Stress on it. 

(ii) Gauge their response to your quote (by talking to them on the phone)

Your first focus after sending a quote is to see how they are reacting to your price because you have little to no idea if it’s too much or if they’re playing hardball. Once you know their reaction, you can figure out what kind of discount or benefits you’d want to offer.

Ideally, the first thing you should do after sending a quotation is to make a phone call with them within a day and ask them what they feel about the pricing rather than following up again.

There’s also a good chance that they open up to you about any apprehensions about the product or service. Once you’ve understood their stand on the pricing, follow up within a day with your revised offer.

What Should You Include in a Follow-up Email After Sending a Quote?

The content of your follow-up email will depend on their response to the pricing.

If they’re totally sold on the product and are only on the fence about it because of the pricing, throw in a little discount. But if they have neither picked up your call nor responded to your email, you’ll need to dig into your previous conversations with them and use one or two of the prospects’ ‘aha’ moments now. 

A general rule of thumb for any sales follow-up email is to provide value so don’t send a follow-up that just reads, “I’m following up for an update.” Because their inboxes are inundated with scores of emails and long threads of communication, if your previous email doesn’t provide any context, it can get buried.

6 Quotation Follow-up Email Samples

Template #1: Quote Follow-up Email: Everything Is Going Well

This is the traditional quotation follow-up email you send after they’ve asked for the pricing if they haven’t picked up your call. Ensure that your sign-off has your contact information.

Subject line: Pricing info – {your company name}x{prospect’s company name}

Hi {name}, 

Here’s our quote for the {name of the pricing plan/package} we discussed in our last 
conversation. 

{Your product’s pricing plan/package} 

Looking forward to getting your thoughts, 

{sign off}

Template #2: Following Up After a Call With Revised Offer

Depending on their reaction to the pricing you can send a follow-up email within 24 hours from the call which includes an update on your conversation–whether it be a revised offer or the same. This is the time you can use to discuss the importance of the deal with your manager and finalize on whether you want to give your prospects a discount or benefits or not.

Scenario #1: Quotation Follow-up Email Example Offering a Discount

Email Subject line: Congratulations! We’ve reviewed your offer

Hi {name}, 

I’ve spoken with my colleagues and have taken a closer look at your special request. 
Considering how our solution could be really helpful to your team, we’ve decided to revisit the offer as a token of our appreciation for considering us.

Here’s a plan custom-made for you at a {discount percentage} lower quote: 

{include your solution’s pricing information}

Wishing you a great evening, 

{sign off}

Scenario #2: Quotation Follow-up Email When You Want To Reject a Prospect’s Discount Request

You are never obligated to say yes to everything prospects demand. “Say no to some requests, as not all requests are of the same value, your time is precious, use it wisely,” says Gaetan Kerhuel and François Poupon, account executives from Napta. In this type of follow up-email, you have to find positive ways to break news. If you know for a fact that they have the budget and are only looking to drive home a bargain, focus on reminding them what you can do instead of outrightly rejecting the discount request. 

Subject line: {your company name}x{prospect’s company name} – We’ve reviewed your request

Hey {name}, 

First off, thank you for considering our solution. I’m thrilled that we are uniquely 
positioned to help {prospect’s company name} overcome pressing issues plaguing the 
{prospect’s field of work} function.

When we spoke last week, your priorities were solving: 

{pain point #1}

{pain point #2}

{pain point #3} 

Are they still the same? Because I’ve prepared a custom use-case guide for you and would love your thoughts on it.

Regarding your request for a discount, we’re sorry that at the moment we are not able to offer any discounts on the plan you’ve chosen. 

Cheers, 

{sign off}

Template #3: Following Up on LinkedIn After Sending a Quote

Alternatively, you could modify any of the above or below quotation follow-up email samples to be sent to LinkedIn. Just remember to shorten it.

Subject Line: Questions about {product name}?

Hi {name}, 

Do you have any questions regarding the pricing of {product name}? I’d be more than 
happy to answer them. 

Wishing you a great {week/day/weekend}, 

{sign off with a CTA}

Want to ramp up your LinkedIn outreach? Here are 17 LinkedIn message templates to boost your reply rates.

Template #4: Crickets From the Prospect After Dropping the Quote

This is when no one’s picking up the phone call, and there’s no reply from the prospect after you’ve sent your quote.

At this point try to find out why they may be caught up–are they looking at competitors? Have other priorities? Or has already found a solution? Follow up with them regularly with different types of useful content, and use a sales engagement software or a sales automation tool to look at how they are engaging with these emails. Is a particular topic getting their attention? That’ll give you clues on their buying intent at this stage. 

Subject Line: Is solving {problem #1} still a priority, {prospect name}?

Hi {name}, 

Did you have any thoughts on the pricing I had sent over {time}? I’m happy to clear any doubts regarding the plans. 

Per our previous conversations, you mentioned that 

{problem #1}

Were the key areas you wanted to focus on this quarter. Our {name of plan} is best suited for this use case. Here are 

case studies with the same use case

mini-demo videos on how to use {product/solution} to solve {problem #1, problem #2}

starter-pack guide for the {solution} 

I’ll keep my ear to the ground for any questions you may have. 

Happy to help, 

{sign off}

Template #5: Following Up After Sending a Quote With Competitor Insight

You can send this if your prospects are at a stage where they are comparing your product with its competitors. The aim is to show why your product is best suited for them than any of its competitors.
However, refrain from badmouthing your competitors and use data-backed resources like case studies to prove your point in your follow-up sequence.

Subject line: Deciding between {Your company name} and {competitor}? 

Hi [prospect name],

I’d love to hear your thoughts on the quote I had shared with you last week. 

In the meantime, I remembered that you were evaluating {competitor} as well. 

To ease your decision making, here are some docs that explain how we are different from {competitor}, and how {your product} is actually best-fit for your use-case. 

{product} vs {competitor}: Pros & Cons

Case studies for your use-case

It’d be my pleasure to answer any questions you may have. Reach me at {contact 
number} or on LinkedIn. (link to profile) 

Hope you have a great week, 

{sign off - include a Call to action with meeting link to demo}

Template #6: Final Follow-Up: Offer a Free Trial Till the Date of Onboarding

The classic puppy dog close! Use this template when your prospects are convinced about the worth of the product but skeptical about its price. When you offer a free trial, they get a chance to try your product without any pressure. On top of that, the subtle sense of urgency created through a deadline urges them to act fast.

Subject Line: Free trial to understand {product} better?

Hey {prospect name}, 

While you’re mulling over the quote, would you like to kick {product’s} tires a bit? 

Per our last conversation, you seemed quite curious about {feature/use case), you could 
test them out during this free trial. I’ll enable {X seats} so your team can use it as well.

We can do this for a week, and then extend it till the date of onboarding if you can 
confirm your purchase before {deadline}. 

Here’s the link to activate your free trial.

Feel free to shoot your questions, I’d be happy to help. 

Cheers, 

{sign off}

–

5 Tips To Improve Your Sales Follow-up Email After Sending a Quote

1. List down their top 3 priority problems and how your solution helps solve them. 
2. Highlight any of your clients’  ‘aha’ moments during the presentation or demo. 
3. Talk to internal stakeholders and give your prospects an update on work-in-progress additional features or any special requests made earlier.
4. Write one-liners and bullet points. No chunks of paragraphs. 
5. Keep the email to the point, do away with small talk and long paragraphs. Long-winding emails are boring to the bones, and your prospects avoid them at all costs, says almost all the quota-crushing SDRs we interviewed for the SDR X-factor series.

Conclusion

The urge to follow up almost instantly after sending a quote is universal. Doing so will only make you look pushy and desperate. Set Sail’s enterprise account executive Ryan Cavezza says in agreement, “Most reps are tempted to jump right in and offer to adjust the terms or offer a discount. This is a huge mistake! You’ll have no idea what they’re thinking if you don’t let them air out any concerns or thoughts they have.” Also, know that the buyer is going through an enormous evaluation process–with multiple stakeholders and budgetary requirements–in a market inundated with solutions. So, give them time, and don’t push the sale.

The final stages of a sale can be a battlefield with everyone trying to play the game of negotiation. It will be very easy to offer discounts and lowball yourself to close deals, but that won’t help the business in the long run. Have patience and follow up first within the first two days after sending the quote via email, call, or LinkedIn, then once a week for two weeks. 

–

FAQs